Agentic AI for Capital Markets

Brexy Agent Studio is where agents and humans co-work. Build armies of AI agents and agent teams that coordinate like real employees, on any LLM, starting with investment banking, private equity and asset management.

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BREXYYour personal agent
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Brexy briefs you, routes work and asks before anything ships.

The Agentic Shift

Agents everywhere. Capital markets too.

There will be agents for M&A, deal sourcing, dealmaking, ECM, DCM, presentations, PDFs and everything in between, across investment banking, private equity and asset management, in public and private markets.

M&AMWaiting for an agent
Deal SourcingDWaiting for an agent
DealmakingDWaiting for an agent
ECMEWaiting for an agent
DCMDWaiting for an agent
PresentationsPWaiting for an agent
SpreadsheetsSWaiting for an agent
IC MemosIWaiting for an agent
Due DiligenceDWaiting for an agent
Portfolio MonitoringPWaiting for an agent
Investor RelationsIWaiting for an agent
Fund ReportingFWaiting for an agent
The Missing Layer

Models got smarter. Coordination didn't.

Everyone is racing to build the agentic enterprise. But agents need infrastructure to work like real people at work: swarms that coordinate at scale, many agents on many jobs, live work reports, and no lock-in to one AI provider.

Agents treated as workers, with roles, teams and managers
Companions for your people, not replacements
Any LLM underneath, swap models any time

Your people and workflows

AnalystsVPsMDsPortfolio managersCompliance

Brexy coordination layer

RolesAgent teamsHand-offsLive work reportsApprovals

Any LLM

Hosted modelsYour local modelYour existing subscription
The Brexy Platform

Agents and humans,
working side by side.

No-code access to build armies of workers for your firm. Agents reply in your channels, learn repeatable tasks, talk to each other and keep working when you close your computer.

Agents reply in your channelsJust @mention them
Live work reportsEvery step, as it happens
Running on any LLMa hosted modelyour local modelyour subscription
Keeps working after you log offResults wait in your Inbox
#general
30 September 2026

Illustrative product view. Names and figures are examples.

Live Work Reports

Agents that work like real employees.

Assign work in a channel. The lead agent splits it, brings in teammates and reports progress live, then hands you a sourced result to approve.

Illustrative. Names, companies and figures are examples.

Agent Teams at Scale

Lone bots get confused.
Agent teams don't.

Single-agent tools struggle with long, repeatable work. In Brexy, different agents have different skills, and teams coordinate across your organisation.

One bot talks to anotherAgents ask each other questions, share files and hand off work without you in the middle.
Teams talk to teamsYour M&A desk can brief research, and compliance can review both, all inside your organisation.
They hold conferencesBring several agent teams into one conference to plan, split and agree the work.
Agents build agentsAsk an agent to create a new specialist or a whole team in minutes.
Learns repeatable tasksShow it once, and it becomes a skill your agents run on schedule.
From Message to Result

One message.
An approved result.

Step 1

Create or choose an agent

Start from ready-made specialists or define your own: a role, a name, skills and the data it can use.

Step 2

Bring it into a channel

Open a channel for the project and add colleagues, a single agent or an entire agent team.

Step 3

Assign the work

Brief the agent the way you would brief an analyst. The lead agent splits the task and hands pieces to teammates.

Step 4

Watch it happen

Every step is logged as it happens: what was read, what was drafted, who handed off to whom.

Step 5

Review and approve

The result lands in your Inbox with sources attached. Nothing is shared until you sign off.

The Agent Directory

A specialist for every desk, ready on day one.

Research, valuation, capital markets, M&A, private equity, credit, compliance and investor relations. Every agent has its own role, skills and settings. Filter by team, or select an agent to see what it does.

Research & Market Intelligence
Financial Analysis
Valuation
Operations & Reporting

Nova

Team
Skills
Try asking
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Enterprise Ready

Control is built in,
not bolted on.

Every agent runs inside the permissions and approval rules set for its role, in our cloud or inside your walls.

SOC 2 Type IAttested
Security details
Scoped accessEach agent gets only the tools, data and actions its role requires.
Human approvalSensitive actions wait for an authorised person.
Complete audit historyInputs, tool use, decisions, outputs and approvals stay traceable.
Pause any timeStop an agent, revoke access or change its rules instantly.
Owned by your firmAgents, data and history belong to your company, not a personal account.
Common Questions

What capital markets teams ask first.

Brexy is the personal agent every user gets. It briefs you on what your agent teams did, routes new requests to the right team, and asks for your approval when something needs you.

Any LLM. Choose a hosted model per agent, run a local model at no cost, or connect a model subscription you already pay for.

Brexy agents work across M&A, deal sourcing, ECM, DCM, presentations and PDFs, IC memos, due diligence and portfolio monitoring for investment banks, private equity firms and asset managers.

Single agents get confused by long, repeatable work. Brexy gives each agent its own role and skills, groups them into teams, and lets agents and teams talk to each other, hand off work and report progress like real employees.

Yes. Agents run in the cloud or on your own infrastructure, so assignments continue after you log off and results wait for you in your Inbox.

Yes. Brexy offers scoped permissions, human approval gates, a full audit trail and on-premises deployment services. Your agents belong to you and your company.

Nothing. You get one month free with limited credits, and you can earn more credits through referrals and sharing.

Insights

Our Blogs

The Future of Deal Execution Isn't One AI. It's an Entire Team

The Future of Deal Execution Isn't One AI. It's an Entire Team

Single AI assistants break under live deal pressure. See how AI agent teams run M&A deal execution end to end, with humans approving every output.

Agent Studio13.10.2026
100s Of Deals. One AI Deal Team. Welcome to Agentic Deal Making

100s Of Deals. One AI Deal Team. Welcome to Agentic Deal Making

Discover how Brexy Agentic Studio's multi-agent architecture transforms investment banking due diligence, replacing 100-hour manual workflows with instant, auditable deal intelligence.

Agentic Studio09.10.2026
Beyond the Single Prompt: Why Multi-Agent AI Teams Are Redefining Capital Markets

Beyond the Single Prompt: Why Multi-Agent AI Teams Are Redefining Capital Markets

Discover why single-prompt LLMs fail under deal pressure and how multi-agent AI teams automate M&A due diligence, comps, and financial research with 100% source auditability.

Agentic Studio06.10.2026
Explore All Blogs

Start working with your agent team now.

You don't need the whole workforce figured out. Bring one requirement. Your Brexy agent team will scope it, split it and deliver it, while Brexy keeps you posted and waits for your sign-off.

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